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There is a market for iron ore but could one be created for poly4?
Sales were to brokers who had little ability to influence demand, that would be determined by end users or fertiliser manufacturers. The NPV numbers provided by the company were were as guaranteed as the funding proved to be.
It's improbable that the fertiliser manufacturing industry values poly4 in the same way as Sirius.
Simple
Yes Blue-eyes
Remember the transformatioal news of buying Shield/Boulder licenses and resources right in the heart of the lips Goldfields for 8M dollars, we did not have. Transformational and within easy reach of our gold mine. How much interest and development costs? and for what? What about the Helios ground?
Heard it all before, add to costs but will revenue come in our lifetime?
GGL
Isn't that another Aussie scam
Indeed Victoria
All cheerleaders did was abuse, report and get banned anyone who voiced concerns.
Many were trading and profited from controlling but others unfortunately we're reading a one-sided board and were encouraged to hold or keep buying even though risks were clear. Other bulletin boards were more open and hence balanced.
John
Whole threads missing, I thought my post might touch a nerve too.
It's the norm too be moderated, if someone does not like it.
Unless you're in the £ party happy clappy club, you expect it now and again
Your 6.37, said profit share,
You need to know what your talking about, if you want to be a BB guru
Yes, I was referring to the belief that some have that Gina gets 5 per cent of profits.
Her deal is of revenue and it's not doable in a low margin./profit mine that might make losses.
But 5 per cent of revenue might be more than profits!
She would get 5 per cent of revenue even in loss making early years.
Not going to happen
Perhaps they will reduce the offer by 386M to pay her off
Gina is still in a strong position, but I cannot see AAL wanting her deal in place at production as this will not generate margins that Sirius projects. She will get a large slice of profits at 5 per cent of revenue.
That post reminds me of "crashing through barriers", pre first planning application.
A perceived duty of support
So in reality their must be pretty much every mining or fertiliser major doing due diligence on this project and it's game changing product. The company has to choose from the completing quality strategic partners who are competing to get control of the unique product
Sheps8
Sunday banter,
A E Johnson, a Rothamstead fellow may have referred to farmers practices in his report and come across as rural but hey shame Sirius could not get any seriously qualified industry soil science onboard to market poly4 to a fertiliser manufacturer
ATB Francy
JR
Could not of summed it up better.
A lot of ramping/ pumping from Sirius and ICL as well as members of this BB, does not prove the product.
The government and bankers have made their assessment.
Can shareholders keep this dream alive
And if we there by the way - he not only failed to deliver "ST2 debt only" he failed to deliver the whole ST2 funding period, causing catastrophic drop in SP, putting the company on the verge of bankruptcy
..................
But CF and TS won significant bonus for delivering ST2 finance before end of 2018, unbelievable Jeff!
Using polyhalite as a sub for other chemicals will I think give very significant cost savings in manufacture.
...........
Really, care to give an example.
Why has not one compounder shown any interest?
Because it adds significant costs and dilutes the formulation
Consequently, POLY4 was suitable as a K source for tea. Given high S and Ca contents in POLY4, it might be better to apply POLY4 together with other K fertilizers in future studies.
Indeed, ICL's range including potashplus has much merit over straight poly4.
Always good to see marketing going on, would be nice if a YARA or CF industries were positive and home European markets could be supplied with poly4 compounds.
Would make more sense than Sirius paying for poly4 to be transported to China
I'm here and maybe can hear
Shep's
It all very well being in the UK, but UK and European compounders are not interested in including poly4 in the products because of its dilutive affect of being low potash, so perhaps the mine might be better situated in the mid west of America